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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,317 | $176,786-9.3% | $146,643+9.3% | $167,536-4.3% |
| Participation rate | 45.0% | 83.6%-38.6pp | 80.1%-35.1pp | 82.1%-37.1pp |
| Annual return | 17.75% | 24.04%-6.3pp | 22.75%-5.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,286 | $6,440-64.5% | $5,506-58.5% | $6,342-64.0% |
| Admin fee / account holder | $383 | $13,262-97.1% | $10,280-96.3% | $12,315-96.9% |